cieTrade Onboarding and Implementation Plan
Technical and strategic support on setting up and using cieTrade
Moving to a new business management software can feel challenging but our goal is to make the process as seamless as possible. To help you understand what to expect, we provide a detailed onboarding and implementation plan tailored to your business’s specific goals. Throughout this process, you’ll work with our dedicated onboarding and support team to outline your workflow and goals, set up your new database, complete training sessions and more. While our clients typically complete onboarding and go live within two months, the timeline and tasks are flexible based on your unique requirements. The training plan will act as a timeline to hold your team accountable in getting set up and comfortable using the platform leading up to go-live. Keep in mind that every business approaches system transitions differently, so this document outlines the typical steps in a cieTrade implementation. The actual milestones and tasks may vary depending on your business operations, accounting integration model, workflows and priorities, and some activities may happen concurrently or in a different sequence than outlined.
Activate your account and users
The first step in cieTrade’s implementation process is to activate your account and establish user roles. This ensures that the system is ready for use and that each team member is assigned the appropriate roles and permissions within the platform. By clearly defining user roles at the outset, cieTrade helps streamline access management and ensures that everyone can efficiently carry out their tasks with the right level of system access.
- Invite your team
- Create user roles and modify user permissions
- Set up your company information in the organizational profile
Load master data and customize settings
cieTrade simplifies the process by providing preloaded templates that allow you to seamlessly import all of your master data into the system. These templates are specifically designed to streamline the data migration process, enabling you to quickly upload essential information without the need for complex formatting or manual entry.
- Review the upload templates provided by cieTrade
- Organize your customers, suppliers and vendors list
- Organize your products list
- Customize your existing settings, system wide drop-down menus and preferences
Have a kick-off call with our support team
Start the process by scheduling a kick-off call with our support team. During this call, you’ll have the opportunity to discuss your specific needs, clarify questions, and outline the key objectives of your implementation. Our support team will guide you through the early stages, ensuring that you have a clear understanding of what to expect throughout the process.
- Answer questions about what you’ve set up so far
- Review progress on completing the master data upload templates
- Outline each of your user’s roles and responsibilities within the system
- Discuss your team’s needs and goals for using cieTrade
Choose a go-live date
Select a target go-live date to officially launch your system. Setting a clear timeline allows your team to prepare thoroughly and ensures a smooth transition from implementation to full usage, minimizing disruptions and maximizing the efficiency of your new system from day one.
- Discuss the transition process and things to keep in mind for go-live
- Determine a good “cut-over” date from your previous system(s) to cieTrade
Establish your accounting back-end
Set up your accounting back-end to seamlessly integrate with cieTrade, ensuring a smooth and efficient connection between your financial systems and cieTrade. Establishing a back-end will help streamline processes and provide a workflow for managing your financial operations.
- Map your GL accounts
- Customize your accounting settings
- Connect your accounting system to cieTrade
Review training logistics and meet with accounting team
Review the training logistics and schedule a meeting with your accounting team to ensure a smooth and effective training process. This involves assessing the training materials, timelines, and delivery methods to confirm that they align with your team’s needs and availability. Meeting with your accounting team provides an opportunity to discuss any specific concerns, address questions, and tailor the training to address particular requirements and/or challenges.
- Set up a training schedule for your operations and accounting teams
- Determine the training materials that will best suit your team
- Carry out training sessions to follow your business workflow
Go live with cieTrade
Officially launch cieTrade and transition to full use of the system. This step involves moving from the preparation and testing phases to actively utilizing cieTrade for your daily business operations. On the go-live date, your team will begin using the system for real-time data processing, transaction management, and other critical functions. Ensuring that all prior preparations, including training and system setup, have been completed will facilitate a smooth transition.
- Load your existing orders, services and/or inventory counts
- Ensure all applicable settings have been customized
- Review the final format of your shipping and billing documents
- Confirm all users have proper access to the system
Recap and review
After your go-live date, we will coordinate a session to ensure that go-live was successful and that your team has begun to operate in the system as expected. The recap and review session after your team has gone live provides an opportunity to address any post-launch challenges or questions, ensuring a smooth and efficient operation moving forward.
- Answer any outstanding questions that came up after go-live
- Confirm that your team is fully adapted to using the platform and ready to maximize cieTrade’s capabilities
Talk to Sales
Are you ready to make a change? Contact our sales team today and learn what cieTrade could do for you.